TEXAS MUTUAL INSURANCE COMPANY: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS MUTUAL INSURANCE COMPANY (EIN 74-2615873)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202143169349302574
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T11:33:34-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742615873 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS MUTUAL INSURANCE COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 8008595995 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Erica Sanchez | PersonNm |
| Person Title | VP Financial Services & Controller | PersonTitleTxt |
| Phone | 5122247972 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Bill Potter | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,615,715,807 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | www.texasmutual.com | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Mutual | OtherOrganizationDsc |
| Formation | 1991 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | Established by Texas statute to provide a stable, competitive source of workers' compensation insurance for Texas employers, acts as an insurer of last resort, and helps to prevent on-the-job injuries and illnesses and minimize their consequences. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 1042 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$2,740,010 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,093,530,380 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $976,390,625 | CYProgramServiceRevenueAmt |
| PY Investment Income | $299,916,511 | PYInvestmentIncomeAmt |
| CY Investment Income | $329,024,141 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,141,219 | PYOtherRevenueAmt |
| CY Other Revenue | $1,134,756 | CYOtherRevenueAmt |
| PY Total Revenue | $1,394,588,110 | PYTotalRevenueAmt |
| CY Total Revenue | $1,306,549,522 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,435,945 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,791,830 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $126,787,656 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $130,351,183 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,045,540,526 | PYOtherExpensesAmt |
| CY Other Expenses | $958,633,882 | CYOtherExpensesAmt |
| PY Total Expenses | $1,176,764,127 | PYTotalExpensesAmt |
| CY Total Expenses | $1,095,776,895 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $217,823,983 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $210,772,627 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,631,590,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,829,763,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,631,588,995 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,551,793,759 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,000,001,737 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,277,969,655 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Established by Texas statute to provide a stable, competitive source of workers' compensation insurance for Texas employers, acts as an insurer of last resort, and helps to prevent on-the-job injuries and illnesses and minimize their consequences. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Revenue | $1,306,549,522 | RevenueAmt |
| Desc | The Company wrote over 77,500 workers' compensation policies in 2020 covering approximately 1.5 million Texas employees. During the year, over 40,000 claims were processed and approximately $400 million in medical and income benefits were paid out to injured workers. $330 million was distributed to over 60,000 policyholders and an additional $18.6 million was distributed to over 30 safety groups. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6096 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1042 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bill Potter | PersonNm |
| Phone | 5122247972 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Aldrich Street | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78723 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| Richard Gergasko | |||||||||
| President & CEO | 40 | 0 | Yes (X) | $1,543,454 | $0 | $146,886 | |||
| Lynette Caldwell | |||||||||
| SVP Human Resources | 40 | 0 | Yes (X) | $654,197 | $0 | $98,716 | |||
| Brenda Ward | |||||||||
| Chief Operating Officer | 40 | 0 | Yes (X) | $629,749 | $0 | $101,672 | |||
| Leonard Johnson | |||||||||
| SVP Investments | 40 | 0 | Yes (X) | $573,113 | $0 | $98,894 | |||
| Perry Barron | |||||||||
| SVP & CFO | 40 | 0 | Yes (X) | $552,777 | $0 | $56,040 | |||
| Mary Nichols | |||||||||
| SVP & General Counsel | 40 | 0 | Yes (X) | $555,329 | $0 | $45,584 | |||
| Michael Hernandez | |||||||||
| Chief Data Officer | 40 | 0 | Yes (X) | $459,956 | $0 | $78,949 | |||
| Kim Haugaard | |||||||||
| SVP Policyholder Services | 40 | 0 | Yes (X) | $421,969 | $0 | $88,378 | |||
| Jeffrey Lentz | |||||||||
| SVP Underwriting | 40 | 0 | Yes (X) | $376,431 | $0 | $96,919 | |||
| Jo Betsy Norton | |||||||||
| SVP Public Affairs | 40 | 0 | Yes (X) | $386,787 | $0 | $78,655 | |||
| David John | |||||||||
| VP IT Infrastructure | 40 | 0 | $350,191 | $0 | $100,785 | Yes (X) | |||
| Phoebe Murphy | |||||||||
| VP & Chief Actuary | 40 | 0 | $339,346 | $0 | $93,568 | Yes (X) | |||
| Michael Stubblefield | |||||||||
| SVP & Chief Information Officer | 40 | 0 | Yes (X) | $377,187 | $0 | $54,423 | |||
| James Kohloff | |||||||||
| VP Regional Operations | 40 | 0 | $331,046 | $0 | $86,293 | Yes (X) | |||
| Elise Teeter | |||||||||
| SVP & General Auditor | 40 | 0 | Yes (X) | $326,156 | $0 | $72,564 | |||
| Erica Sanchez | |||||||||
| VP & Controller | 40 | 0 | $305,834 | $0 | $77,684 | Yes (X) | |||
| Jeannette Sprague | |||||||||
| VP Applications | 40 | 0 | $310,182 | $0 | $64,174 | Yes (X) | |||
| Paul Schlaud | |||||||||
| SVP & Special Counsel | 40 | 0 | Yes (X) | $307,535 | $0 | $62,665 | |||
| Nicholas Tsourmas | |||||||||
| VP & Medical Director | 40 | 0 | $316,724 | $0 | $53,336 | Yes (X) | |||
| Edward Coates | |||||||||
| VP HR Employee Services | 40 | 0 | $275,120 | $0 | $90,551 | Yes (X) | |||
| Billy Jackson | |||||||||
| VP Regional Operations | 40 | 0 | $305,301 | $0 | $53,969 | Yes (X) | |||
| Amy Green-Hinojosa | |||||||||
| VP Project Management Office | 40 | 0 | $280,828 | $0 | $78,168 | Yes (X) | |||
| Shannon Pounds | |||||||||
| VP Claims Litigation | 40 | 0 | $287,196 | $0 | $66,256 | Yes (X) | |||
| Lisa Evans | |||||||||
| VP Distribution & Customer Engagement | 40 | 0 | $304,212 | $0 | $49,021 | Yes (X) | |||
| Benjamin Siddons | |||||||||
| VP Business Development | 40 | 0 | $283,947 | $0 | $67,645 | Yes (X) | |||
| Willard Potter | |||||||||
| VP Premium Audit | 40 | 0 | $276,165 | $0 | $74,356 | Yes (X) | |||
| Peppia Gates | |||||||||
| VP Regional Operations | 40 | 0 | $283,687 | $0 | $66,634 | Yes (X) | |||
| Nathan Scott | |||||||||
| VP Investments | 40 | 0 | $271,423 | $0 | $77,773 | Yes (X) | |||
| Roger Humecky | |||||||||
| VP Data Analytics & Business Intelligence | 40 | 0 | $278,951 | $0 | $69,025 | Yes (X) | |||
| Paschal Strong | |||||||||
| VP Underwriting Operations | 40 | 0 | $311,025 | $0 | $34,676 | Yes (X) | |||
| Jeremiah Bentley | |||||||||
| VP Marketing & Community Affairs | 40 | 0 | $262,990 | $0 | $81,451 | Yes (X) | |||
| Beverly Harris | |||||||||
| VP Strategic Planning & Analysis | 40 | 0 | $270,963 | $0 | $68,694 | Yes (X) | |||
| Curtis Johnson | |||||||||
| VP Claim Operations | 40 | 0 | $276,435 | $0 | $60,111 | Yes (X) | |||
| Eric Bourquin | |||||||||
| VP Safety Services | 40 | 0 | $255,163 | $0 | $77,278 | Yes (X) | |||
| Catherine Brown | |||||||||
| VP Facility Services | 40 | 0 | $284,828 | $0 | $40,964 | Yes (X) | |||
| Lawrence Martin | |||||||||
| VP HR Consulting Services | 40 | 0 | $261,367 | $0 | $61,444 | Yes (X) | |||
| Greta Gonzales | |||||||||
| VP & Chief Risk Officer | 40 | 0 | $259,263 | $0 | $61,408 | Yes (X) | |||
| Anthony Seraphim | |||||||||
| VP Data Governance | 40 | 0 | $248,774 | $0 | $65,946 | Yes (X) | |||
| Ronald Ellis Simmons | |||||||||
| Director | 4 | 0 | $146,750 | $0 | $0 | Yes (X) | |||
| Tommy Dan Philips | |||||||||
| Director | 4 | 0 | $105,500 | $0 | $0 | Yes (X) | |||
| John Dayton Swanson | |||||||||
| Director | 4 | 0 | $100,500 | $0 | $0 | Yes (X) | |||
| Eric Lee Oliver | |||||||||
| Director | 4 | 0 | $95,500 | $0 | $0 | Yes (X) | |||
| Linda Foster-Smith | |||||||||
| Director | 4 | 0 | $95,500 | $0 | $0 | Yes (X) | |||
| Kristina Koncaba | |||||||||
| Director | 4 | 0 | $84,000 | $0 | $0 | Yes (X) | |||
| Steven Dudley Oldham | |||||||||
| Director | 4 | 0 | $80,000 | $0 | $0 | Yes (X) | |||
| Bernard Chevalier Francis | |||||||||
| Director | 4 | 0 | $79,000 | $0 | $0 | Yes (X) | |||
| Brett Flagg | |||||||||
| Director | 4 | 0 | $78,000 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,260,351 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,801,555 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 340 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| AMY WICK MARKETING COMMUNICATIONS | ||||||
| 1524 IH35 S | STE 224 | Austin | TX | 78704 | Professional Services | $3,985,163 |
| DELL FINANCIAL SERVICES LP | ||||||
| PO BOX 6549 | Carol Stream | IL | 60197 | Professional Services | $3,846,751 | |
| COVENTRY HEALTHCARE WORKERS CO | ||||||
| PO BOX 660776 | Dallas | TX | 75266 | Professional Services | $2,573,888 | |
| ACRISURE LLC | ||||||
| 777 TERRACE AVE | Hasbrouck Heights | NJ | 07604 | Independent Agency | $2,438,686 | |
| COMBINED AGENTS OF AMERICA | ||||||
| 6805 N CAPITAL OF TEXAS HW | STE 320 | Austin | TX | 78731 | Independent Agency | $1,919,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 115 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Premiums Earned | Desc |
| Business | 524126 | BusinessCd |
| Total Revenue Column | $976,390,625 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $976,390,625 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $976,390,625 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,046,734 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$4,752,295 | UnrelatedBusinessRevenueAmt |
| Exclusion | $231,799,029 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $581,698 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $581,698 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,698 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $581,698 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,406,402,586 | SecuritiesAmt |
| Other | $4,741,106 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,302,132,489 | SecuritiesAmt |
| Other | $7,033,796 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $104,270,097 | SecuritiesAmt |
| Other | -$2,292,690 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $101,977,407 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,012,285 | UnrelatedBusinessRevenueAmt |
| Exclusion | $99,965,122 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Finance and Service Charges | 524126 | $282,378 | $282,378 | $0 | $0 |
| Retroactive Reinsurance | 524126 | $270,680 | $270,680 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $553,058 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,306,549,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $976,943,683 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$2,740,010 | UnrelatedBusinessRevenueAmt |
| Exclusion | $332,345,849 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,556,097 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $235,733 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,426,822 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,417,241 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,022,824 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,518,810 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,965,486 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,153 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,433 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $442,555 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,353,307 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,438,354 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,477,273 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,279,320 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,019,544 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,651,937 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,011,706 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,181 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,712 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,431,075 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,576 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| Losses Incurred & Loss adjustment expense | $348,679,221 |
| Dividends to Policyholders | $348,572,145 |
| Net Commission and brokerage | $124,716,717 |
| Total taxes, licenses and fees | $21,404,168 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,335,505 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,095,776,895 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$35,591,508 | BOYAmt |
| EOY | -$30,607,358 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,704,026 | BOYAmt |
| EOY | $176,814,973 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,478,624 | BOYAmt |
| EOY | $445,687,817 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $120,471,353 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,593,433 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,216,530 | BOYAmt |
| EOY | $106,877,920 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,899,934,951 | BOYAmt |
| EOY | $5,851,716,847 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,045,399,774 | BOYAmt |
| EOY | $1,243,570,461 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,448,335 | BOYAmt |
| EOY | $35,702,754 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,631,590,732 | BOYAmt |
| EOY | $7,829,763,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,070,866 | BOYAmt |
| EOY | $107,562,184 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,872,092 | BOYAmt |
| EOY | $507,612,317 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,081,572 | BOYAmt |
| EOY | $20,000,890 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,947,564,465 | BOYAmt |
| EOY | $2,916,618,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,631,588,995 | BOYAmt |
| EOY | $3,551,793,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,001,737 | BOYAmt |
| EOY | $4,277,969,655 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,000,001,737 | BOYAmt |
| EOY | $4,277,969,655 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,631,590,732 | BOYAmt |
| EOY | $7,829,763,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $210,772,627 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,463,437 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $3,731,854 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $8,173,406 | OtherCostOrOtherBasisAmt |
| Book Value | $8,173,406 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $99,978,265 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,032,279 | DepreciationAmt |
| Book Value | $92,945,986 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $12,319,682 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,561,154 | DepreciationAmt |
| Book Value | $5,758,528 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $106,877,920 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (24 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GOLUB CAPITAL PEARLS DLP LP | $81,763,780 | F |
| MARANON SENIOR CREDIT FUND II-A LP | $670,000 | F |
| WA EMERGING MARKETS LOCAL DEBT | $22,869,947 | F |
| WA FLOATING RATE HIGH INCOME FUND | $36,737,092 | F |
| WA OPPORTUNISTIC US$ HIGH YIELD | $24,253,506 | F |
| WA STRUCTURED PROD OPPORTUNITIES | $26,073,654 | F |
| SPRUCEGROVE ACW EX US FUND | $165,180,412 | F |
| PARAMETRIC DEFENSIVE EQTY FUND LLC | $137,019,710 | F |
| SILCHESTER INTL INVESTORS | $130,787,642 | F |
| CLARION LION PROPERTIES FUND | $127,927,605 | F |
| HEITMAN CORE RE DEBT INCOME TR LP | $56,560,226 | F |
| PRINCIPAL RE DEBT FUND I LP | $699,980 | F |
| PRINCIPAL RE DEBT FUND II LP | $72,947,124 | F |
| PRINCIPAL RE DEBT FUND III LP | $20,890,988 | F |
| USAA EAGLE REAL ESTATE LP | $115,663,176 | F |
| AMFAM VC FUND III LP | $3,249,804 | F |
| CL CHOWDER CO-INVEST LP | $464,000 | F |
| CL GAS CO-INVEST LP | $1,355,000 | F |
| CRESTLINE OPPORTUNITY FUND III LTD | $47,670,000 | F |
| ELLIOTT ASSOCAITES LP | $7,756,274 | F |
| GSO CREDIT ALPHA FUND II LP | $26,036,873 | F |
| PARTNERS FUND | $84,215,220 | F |
| PARTNERS GROUP RE SECOND 2013A LP | $39,405,422 | F |
| SSP ADJACENT OPPTY PARTNERS E LP | $13,373,026 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,243,570,461 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Reserves for losses and loss adjustment expense | $2,869,211,755 |
| Payable for securities | $33,829,521 |
| Advanced Premiums | $8,565,980 |
| Amounts withheld/retained by company | $4,398,286 |
| Retroactive reinsurance reserve | $323,000 |
| Provisions for reinsurance | $245,600 |
| Advanced rental income | $44,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,916,618,368 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,273,175,856 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $0 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,273,175,856 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,373,666 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $33,373,666 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,306,549,522 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,062,403,229 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,062,403,229 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,373,666 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $33,373,666 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,095,776,895 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Europe (including Iceland and Greenland) | RegionTxt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $254,408,284 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $254,408,284 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (121 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Houston Industrial Tradesman LLC | ||||||||
| PO BOX 263482 | HOUSTON | TX | 77207 | 463698957 | $10,000 | 2019 Tropical Storm Imelda Relief Grant | ||
| J Small Investments LC | ||||||||
| PO BOX 35828 | DALLAS | TX | 75235 | 752732168 | $10,000 | 2019 Tropical Storm Imelda Relief Grant | ||
| AMARILLO JUNIOR COLLEGE DISTRICT | ||||||||
| P O BOX 447 | AMARILLO | TX | 79178 | 756000031 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| ANGELINA COUNTY JUNIOR COLLEGE | ||||||||
| PO BOX 1768 | LUFKIN | TX | 75902 | 751244347 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| COLLEGE OF THE MAINLAND | ||||||||
| 1200 AMBURN ROAD | TEXAS CITY | TX | 77591 | 237181343 | $100,000 | Grants to Texas community colleges to fund safety programs | 501(c)(3) | |
| DEL MAR COLLEGE FOUNDATION | ||||||||
| 101 BALDWIN BOULEVARD | CORPUS CHRISTI | TX | 78404 | 742286234 | $100,000 | Grants to Texas community colleges to fund safety programs | 501(c)(3) | |
| EL PASO COMMUNITY COLLEGE DIST | ||||||||
| PO BOX 20500 | EL PASO | TX | 79998 | 741690850 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| KILGORE COLLEGE | ||||||||
| 1100 BROADWAY | KILGORE COLLEGE | TX | 75662 | 756001909 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| LAMAR INSTITUTE OF TECHNOLOGY | ||||||||
| 855 E LAVACA | BEAUMONT | TX | 77705 | 760694136 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| LEE COLLEGE FOUNDATION | ||||||||
| PAM WARFORD EXECUTIVE DIRECTOR | BAYTOWN | TX | 77522 | 746025566 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| MIDLAND COLLEGE DISTRICT | ||||||||
| 3600 N GARFIELD STREET | MIDLAND | TX | 79705 | 751403958 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| ODESSA COLLEGE | ||||||||
| 201 W UNIVERSITY | ODESSA | TX | 79764 | 756002907 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| TEXARKANA COLLEGE | ||||||||
| 2500 N ROBISON RD | TEXASKANA | TX | 75501 | 756004413 | $100,000 | Grants to Texas community colleges to fund safety programs | ||
| ALAMO WORKFORCE DEVELOPMENT | ||||||||
| 100 N SANTA ROSA S-120 | SAN ANTONIO | TX | 78207 | 742709309 | $75,000 | COVID-19 Relief Grants | 501(c)(3) | |
| ALLIANCE OF COMMUNITY ASSISTANCE MINISTRIES | ||||||||
| 710 NORTH POST OAK ROAD | HOUSTON | TX | 77024 | 275410988 | $75,000 | COVID-19 Relief Grants | 501(c)(3) | SUITE 210 |
| Angelina Alliance for Children Inc | ||||||||
| 109 Temple Blvd | LUFKIN | TX | 75901 | 331010168 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| AUSTIN PUBLIC EDUCATION FOUNDATION | ||||||||
| 4000 S IH FRONTAGE RD | AUSTIN | TX | 78704 | 742654168 | $25,000 | COVID-19 Relief Grants | ||
| BAKERRIPLEY | ||||||||
| 4450 HARRISBURG BLVD | HOUSTON | TX | 77011 | 237062976 | $75,000 | COVID-19 Relief Grants | 501(c)(3) | STE 200 |
| BETHANY HOUSE OF LAREDO INC | ||||||||
| 819 HIDALGO ST | LADERO | TX | 78040 | 742317098 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Boys & Girls Clubs of Greater Houston | ||||||||
| 815 Crosby Street | HOUSTON | TX | 77019 | 760270942 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Boys & Girls Clubs of the Austin Area | ||||||||
| 6648 Ed Bluestein Blvd | AUSTIN | TX | 78723 | 746087356 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Buckner Children and Family Services Inc | ||||||||
| 1510 S Loop 289 | LUBBOCK | TX | 79412 | 752571395 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Cafe Momentum | ||||||||
| 1510 Pacific Avenue | DALLAS | TX | 75201 | 320384561 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Cal Farleys Boys Ranch | ||||||||
| 600 SW 11th | AMARILLO | TX | 79101 | 750808768 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CATHOLIC CHARITIES ARCHDIOCESE OF SAN ANTONIO INC | ||||||||
| 202 W FRENCH PLACE | SAN ANTONIO | TX | 78212 | 741109743 | $50,000 | COVID-19 Relief Grants | ||
| CATHOLIC CHARITIES OF CORPUS CHRISTI INC | ||||||||
| 615 OLIVER COURT | CORPUS CHRISTI | TX | 78408 | 742330464 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CATHOLIC CHARITIES OF DALLAS | ||||||||
| 1421 W MOCKINGBIRD LANE | DALLAS | TX | 75247 | 752745221 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CENTRAL TEXAS COMMUNITY HEALTH CENTERS | ||||||||
| 2115 KRAMER LN | AUSTIN | TX | 78758 | 550853118 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | STE 100 |
| CENTRAL TEXAS FOOD BANK INC | ||||||||
| 6500 METROPOLIS DRIVE | AUSTIN | TX | 78744 | 742217350 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CHILD CARE ASSOCIATES | ||||||||
| 3000 E BELKNAP ST | FORT WORTH | TX | 76111 | 840587601 | $100,000 | COVID-19 Relief Grants | 501(c)(3) | FL 3 |
| Child Inc | ||||||||
| 818 E 53rd Street | AUSTIN | TX | 78751 | 741722420 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CITYSQUARE | ||||||||
| PO BOX 140024 | DALLAS | TX | 75214 | 752332948 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| COASTAL BEND FOOD BANK | ||||||||
| 826 KRILL ST | CORPUS CHRISTI | TX | 78408 | 742234089 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||||
| 550 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS | ||||||||
| 3000 S IH 35 | AUSTIN | TX | 78704 | 742369020 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | STE 200 |
| Communities in Schools of Laredo Inc | ||||||||
| 2114 E Saunders St | LAREDO | TX | 78041 | 742586218 | $20,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Communities in Schools of the Permian Basin Inc | ||||||||
| PO BOX 10532 | MIDLAND | TX | 79702 | 752821486 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CONCHO VALLEY REGIONAL FOOD BANK | ||||||||
| PO BOX 1207 | SAN ANGELO | TX | 76902 | 751897032 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| COUNCIL ON REGIONAL ECONOMIC EXPANSION AND EDUCATIONAL DEVELOPMENT | ||||||||
| 4110 RIO BRAVO ST | EL PASO | TX | 79902 | 814516730 | $15,000 | COVID-19 Relief Grants | 501(c)(3) | SUITE 103 |
| Covenant Health Foundation | ||||||||
| 3623 22nd Place | LUBBOCK | TX | 79410 | 752897026 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| EDUCATIONAL LEADERSHIP | ||||||||
| 3333 BERING DRIVE | HOUSTON | TX | 77057 | 760577751 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| EL PASO COMMUNITY FOUNDATION | ||||||||
| PO BOX 272 | EL PASO | TX | 79943 | 741839536 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| FOOD BANK OF ABILENE INC | ||||||||
| 5505 N 1ST ST | ABILENE | TX | 79603 | 751888192 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| FOOD BANK OF THE RIO GRANDE VALLEY INC | ||||||||
| PO BOX 6251 | MCALLEN | TX | 78502 | 742421560 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Garth House Mickey Mehaffy Childrens Advocacy Program Inc | ||||||||
| 1895 McFaddin Avenue | BEAUMONT | TX | 77701 | 760660968 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| HAVEN FOR HOPE OF BEXAR COUNTY | ||||||||
| 1 HAVEN FOR HOPE WAY | SAN ANTONIO | TX | 78207 | 208075412 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| HAYS COUNTY FOOD BANK INC | ||||||||
| 220 HERNDON ST | SAN MARCOS | TX | 78666 | 742331781 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| HEAL THE CITY FREE CLINIC | ||||||||
| 609 S CAROLINA | AMARILLO | TX | 79118 | 465694050 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| HEART OF TEXAS COMMUNITY HEALTH CENTER INC | ||||||||
| 1600 PROVIDENCE DR | WACO | TX | 76707 | 742867580 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| HIGH PLAINS FOOD BANK | ||||||||
| 815 ROSS ST | AMARILLO | TX | 79102 | 751838348 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Houston Area Urban League | ||||||||
| 1301 TEXAS ST | HOUSTON | TX | 77002 | 741611455 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| INTERFAITH MINISTRIES FOR GREATER HOUSTO | ||||||||
| 3303 MAIN ST | HOUSTON | TX | 77002 | 741488102 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Irving Schools Foundation | ||||||||
| 2621 West Airport Freeway | IRVING | TX | 75062 | 752072755 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Kalin's Center Houston and Trinity Counties | ||||||||
| 201 Renaissance Way | CROCKETT | TX | 75835 | 752937133 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Laredo College | ||||||||
| West End | LAREDO | TX | 78040 | 746001582 | $15,000 | COVID-19 Relief Grants | ||
| Laredo ISD | ||||||||
| 904 Juarez | LAREDO | TX | 78040 | 746001580 | $15,000 | COVID-19 Relief Grants | ||
| Latino HealthCare Forum | ||||||||
| 5309 presidio rd | AUSTIN | TX | 78745 | 461170748 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| LEGACY COMMUNITY HEALTH SERVICES INC | ||||||||
| PO BOX 66308 | HOUSTON | TX | 77266 | 760009637 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| LIFTFUND INC | ||||||||
| 007 W MARTIN | SAN ANTONIO | TX | 78207 | 742712770 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Lubbock Childrens Health Clinic | ||||||||
| 1307 Martin Luther King | LUBBOCK | TX | 79424 | 750968315 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| LYDIA PATTERSON INSTITUTE | ||||||||
| 517 S FLORENCE ST | EL PASO | TX | 79901 | 741142840 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS | ||||||||
| 2800 SWISS AVE | DALLAS | TX | 75204 | 463992618 | $150,000 | COVID-19 Relief Grants | 501(c)(3) | |
| MEALS ON WHEELS & MORE INC | ||||||||
| 3227 E 5TH ST | AUSTIN | TX | 78702 | 237202594 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| MEALS ON WHEELS INC OF TARRANT COUNTY | ||||||||
| 5740 AIRPORT FWY | FORT WORTH | TX | 76117 | 751568798 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| MEALS ON WHEELS SAN ANTONIO | ||||||||
| 4306 NW LOOP 410 | SAN ANTONIO | TX | 78229 | 741948646 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| MFES FOOD IS LOVE INC | ||||||||
| 5757 SOUTH LOOP EAST | HOUSTON | TX | 77033 | 824791171 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Mobile Loaves & Fishes | ||||||||
| 9301 Hog Eye Road | AUSITN | TX | 78724 | 742956081 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | Ste 950 |
| NORTH TEXAS FOOD BANK | ||||||||
| 3677 MAPLESHADE LANE | PLANO | TX | 75075 | 751785357 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Northeast Texas Casa Inc | ||||||||
| PO Box 1046 | TEXARKANA | TX | 75504 | 752352271 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Notley | ||||||||
| 1023 Springdale Rd | AUSTIN | TX | 78721 | 475295639 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | Suite 1J |
| Parenting Cottage Inc | ||||||||
| 3818 50th Street | LUBBOCK | TX | 79413 | 751806027 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| PASO DEL NORTE COMMUNITY FOUNDATION | ||||||||
| 221 N KANSAS ST | EL PASO | TX | 79901 | 461997449 | $75,000 | COVID-19 Relief Grants | 501(c)(3) | STE 1900 |
| PERMIAN BASIN AREA FOUNDATION | ||||||||
| 3312 ANDREWS HWY | MIDLAND | TX | 79703 | 752295008 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| PTSD Foundation of America | ||||||||
| 9724 Derrington Dr | HOUSTON | TX | 77064 | 203864341 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Rainbow Days Inc | ||||||||
| 8150 N Central Expressway | DALLAS | TX | 75206 | 751844908 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | Ste M1003 |
| Recovery Resource Council | ||||||||
| 2700 Airport Freeway | FORT WORTH | TX | 76111 | 756005093 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| REGIONAL EAST TEXAS FOOD BANK | ||||||||
| 3201 ROBERTSON RD | TYLER | TX | 75701 | 752222686 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Ronald McDonald House of Dallas | ||||||||
| 4707 Bengal Street | DALLAS | TX | 75235 | 751609401 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| San Antionio Area Foundation | ||||||||
| 625 SHOOK AVE | SAN ANTONIO | TX | 78212 | 742283582 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 ENRIQUE M BARRERA PKWY | SAN ANTONIO | TX | 78227 | 742122979 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Shelby County Childrens Advocacy Center | ||||||||
| PO BOX 2072 | CENTER | TX | 75935 | 300086414 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| South Plains Food Bank | ||||||||
| 5605 MLK Blvd | LUBBOCK | TX | 79404 | 751904829 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| SOUTH TEXAS FOOD BANK | ||||||||
| PO BOX 2007 | LAREDO | TX | 78044 | 742574983 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Southeast Texas Food Bank | ||||||||
| PO Box 21012 | BEAUMONT | TX | 77720 | 760338721 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Star of Hope Mission | ||||||||
| 4848 Loop Central Drive | HOUSTON | TX | 77081 | 741152599 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | Suite 500 |
| TARRANT AREA FOOD BANK | ||||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | 751822473 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION | ||||||||
| PO BOX 1429 | AUSTIN | TX | 78767 | 742732907 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| The Bridge Over Troubled Waters Inc | ||||||||
| 3811 Allen Genoa Road | PASADENA | TX | 77504 | 741989590 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| The Christian School at Castle Hills | ||||||||
| 2216 NW Military Hwy | SAN ANTONIO | TX | 78213 | 811533528 | $10,000 | COVID-19 Relief Grants | 501(c)(3) | |
| THE COMMUNITY FOUNDATION OF WEST TEXAS | ||||||||
| 6102 82ND STREET | LUBBOCK | TX | 79424 | 751709180 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | 8B |
| THE HOUSTON FOOD BANK | ||||||||
| 535 PORTWALL | HOUSTON | TX | 77029 | 742181456 | $75,000 | COVID-19 Relief Grants | 501(c)(3) | |
| THE SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | 742320657 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| THE SALVATION ARMY - TEMPLE | ||||||||
| 419 W AVE G | TEMPLE | TX | 76504 | 580660607 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | 746000203 | $150,000 | COVID-19 Relief Grants | CAMPUS CODE A3000 | |
| THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT TYLER | ||||||||
| 11937 US HWY 271 | TYLER | TX | 75708 | 756001354 | $100,000 | COVID-19 Relief Grants | ||
| Trio Education LLC | ||||||||
| 11413 TODD ST | HOUSTON | TX | 77055 | 843902797 | $50,000 | COVID-19 Relief Grants | ||
| TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | 752892470 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UMC FOUNDATION | ||||||||
| PO BOX 5980 | LUBBOCK | TX | 79408 | 751639312 | $40,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UNITED WAY OF GALVESTON INC | ||||||||
| PO BOX 2250 | GALVESTON | TX | 77553 | 741198299 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UNITED WAY OF GREATER AUSTIN | ||||||||
| 2000 E MLK JR BLVD | AUSTIN | TX | 78702 | 741193439 | $125,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| 50 WAUGH DRIVE | HOUSTON | TX | 77007 | 741167964 | $175,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UNITED WAY OF METROPOLITAN DALLAS | ||||||||
| 1800 N LAMAR ST | DALLAS | TX | 75202 | 756005352 | $300,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UNITED WAY OF SAN ANTONIO & BEXAR COUNTY | ||||||||
| PO BOX 898 | SAN ANTONIO | TX | 78293 | 741272381 | $125,000 | COVID-19 Relief Grants | 501(c)(3) | |
| UNITED WAY OF THE BRAZOS VALLEY | ||||||||
| 1716 BRIARCREST DR | BRYAN | TX | 77802 | 742050241 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | SUITE 155 |
| UNITED WAY OF WACO-MCLENNAN COUNTY | ||||||||
| PO BOX 7634 | WACO | TX | 76714 | 741189027 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| WEST TEXAS FOOD BANK INC | ||||||||
| 411 SOUTH PAGEWOOD AVE | ODESSA | TX | 79761 | 752057692 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| WICHITA FALLS AREA FOOD BANK INC | ||||||||
| PO BOX 623 | WICHITA FALLS | TX | 76307 | 751812865 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| WILKINSON CENTER | ||||||||
| PO BOX 720248 | DALLAS | TX | 75372 | 752712117 | $75,000 | COVID-19 Relief Grants | 501(c)(3) | |
| WILLIAMSON BURNET COUNTY OPPORTUNITIES | ||||||||
| 604 HIGH TECH DR | GEROGETOWN | TX | 78626 | 746075213 | $50,000 | COVID-19 Relief Grants | 501(c)(3) | |
| Young Womens Christian Association Of Lubbock | ||||||||
| 6204 Elgin | LUBBOCK | TX | 79413 | 750939427 | $25,000 | COVID-19 Relief Grants | 501(c)(3) | |
| CITIZENS FOR EDUCATIONAL EXCELLENCE | ||||||||
| PO BOX 261125 | CORPUS CHRISTI | TX | 78426 | 753137924 | $75,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | |
| COMMUNITIES FOUNDATION OF TEXAS | ||||||||
| 550 CARUTH HAVEN LANE | DALLAS | TX | 75225 | 750964565 | $170,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | |
| DALLAS FOUNDATION A TX NONPROFIT CORPORATION | ||||||||
| 3963 MAPLE AVENUE | DALLAS | TX | 75219 | 752890371 | $300,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | |
| GREATER HOUSTON PARTNERSHIP | ||||||||
| 2950 NORTH LOOP WEST | HOUSTON | TX | 77092 | 760267896 | $75,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(6) | SUITE 1000 |
| SA TALENT INC | ||||||||
| 112 PECAN ST | SAN ANTONIO | TX | 78205 | 813677054 | $100,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | SUITE 2635 |
| TEXAS RESTAURANT ASSOCIATION EDUCATION FOUNDATION | ||||||||
| PO BOX 1429 | AUSTIN | TX | 78767 | 742732907 | $30,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | |
| Trio Education LLC | ||||||||
| 11413 TODD | HOUSTON | TX | 77055 | 843902797 | $50,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | ||
| TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | 752892470 | $100,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | |
| WILKINSON CENTER | ||||||||
| PO BOX 720248 | DALLAS | TX | 75372 | 752712117 | $75,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | |
| WORKFORCE SOLUTIONS BORDERFLEX | ||||||||
| 304 TEXAS AVENUE | EL PASO | TX | 79901 | 742911834 | $25,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | SUITE 1401 |
| WORKSOURCE GREATER AUSTIN AREA WORKFORCE BOARD | ||||||||
| 9001 N IH 35 | AUSTIN | TX | 78753 | 742327454 | $100,000 | Workforce Development & Safety Training to develop training and education in the phyical labor force | 502(c)(3) | SUITE 110E |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 101 | Total501c3OrgCnt |
| Total Other Org | 116 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (28 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Provision of books | 13 | $5,290 |
| Scholarships for students attending Cameron University | 1 | $2,970 |
| Scholarships for students attending Clovis Community College | 1 | $2,602 |
| Scholarships for students attending College of Southern Nevada | 1 | $3,659 |
| Scholarships for students attending Collin College | 1 | $6,600 |
| Scholarships for students attending Hardin-Simmons University | 1 | $13,200 |
| Scholarships for students attending Hill College | 1 | $8,655 |
| Scholarships for students attending Hillsborough Community College | 2 | $13,606 |
| Scholarships for students attending Houston Baptist University | 1 | $6,600 |
| Scholarships for students attending Huntington University | 1 | $6,600 |
| Scholarships for students attending Instituto de Belleza y Arte Cosmetology | 1 | $3,200 |
| Scholarhsips for students attending Jarvis Christian College | 1 | $9,275 |
| Scholarships for students attending Laredo College | 1 | $1,650 |
| Scholarships for students attending Midwestern State University | 1 | $17,103 |
| Scholarships for students attending Sam Houston State University | 2 | $17,551 |
| Scholarships for students attending South Plains College | 1 | $6,600 |
| Scholarhsips for students attending Southeastern Oklahoma St University | 1 | $6,000 |
| Scholarships for students attending Tarleton State University | 1 | $12,600 |
| Scholarships for students attending Tarrant County College | 1 | $7,524 |
| Scholarships for students attending Tarrant County College Northwest | 1 | $1,548 |
| Scholarships for students attending Texas A&M Kingsville | 1 | $6,942 |
| Scholarships for students attending Texas A&M University | 2 | $14,708 |
| Scholarships for students attending Texas Tech University | 5 | $37,364 |
| Scholarships for students attending The University of Texas at Arlington | 1 | $6,600 |
| Scholarships for students attending University of St. Thomas | 1 | $6,600 |
| Scholarships for students attending University of Texas at Tyler | 1 | $6,600 |
| Scholarships for students attending Vernon College | 1 | $2,789 |
| Scholarships for students attending Weatherford College | 1 | $1,299 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule I, Part I, Line 2 | Students qualify for the scholarship if they are a dependent of an individual that has had a death or life time benefits claim with Texas Mutual. The number of applicants is driven by the number of those types of workers compensation claims with dependents, and is not preset. |
| Schedule I, Part III | Students qualify for the scholarship if they are a dependent of an individual that has had a death or life time benefit claim with Texas Mutual. The number of applicants is driven by the number of those types of workers compensation claims with dependents and is not a preset. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (38 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Richard Gergasko | |||||||||||||
| President & CEO | $674,894 | $0 | $366,028 | $0 | $502,532 | $0 | $127,218 | $0 | $19,668 | $0 | $1,690,340 | $0 | $380,410 |
| Lynette Caldwell | |||||||||||||
| SVP Human Resources | $279,080 | $0 | $97,072 | $0 | $278,045 | $0 | $76,412 | $0 | $22,305 | $0 | $752,914 | $0 | $220,873 |
| Brenda Ward | |||||||||||||
| Chief Operating Officer | $394,214 | $0 | $166,209 | $0 | $69,326 | $0 | $92,480 | $0 | $9,192 | $0 | $731,421 | $0 | $59,225 |
| Leonard Johnson | |||||||||||||
| SVP Investments | $383,443 | $0 | $132,579 | $0 | $57,090 | $0 | $89,702 | $0 | $9,192 | $0 | $672,006 | $0 | $43,918 |
| Perry Barron | |||||||||||||
| SVP & CFO | $349,238 | $0 | $124,856 | $0 | $78,682 | $0 | $34,392 | $0 | $21,648 | $0 | $608,816 | $0 | $0 |
| Mary Nichols | |||||||||||||
| SVP & General Counsel | $353,760 | $0 | $123,035 | $0 | $78,533 | $0 | $34,392 | $0 | $11,192 | $0 | $600,912 | $0 | $0 |
| Michael Hernandez | |||||||||||||
| Chief Data Officer | $324,870 | $0 | $123,774 | $0 | $11,312 | $0 | $57,301 | $0 | $21,648 | $0 | $538,905 | $0 | $0 |
| Kim Haugaard | |||||||||||||
| SVP Policyholder Services | $283,411 | $0 | $101,316 | $0 | $37,242 | $0 | $77,218 | $0 | $11,160 | $0 | $510,347 | $0 | $26,310 |
| Jeffrey Lentz | |||||||||||||
| SVP Underwriting | $250,416 | $0 | $78,731 | $0 | $47,284 | $0 | $66,360 | $0 | $30,559 | $0 | $473,350 | $0 | $37,755 |
| Jo Betsy Norton | |||||||||||||
| SVP Public Affairs | $253,508 | $0 | $90,488 | $0 | $42,791 | $0 | $65,429 | $0 | $13,226 | $0 | $465,442 | $0 | $30,967 |
| David John | |||||||||||||
| VP IT Infrastructure | $230,188 | $0 | $68,969 | $0 | $51,035 | $0 | $70,053 | $0 | $30,732 | $0 | $450,977 | $0 | $41,562 |
| Phoebe Murphy | |||||||||||||
| VP & Chief Actuary | $195,516 | $0 | $70,348 | $0 | $73,482 | $0 | $62,808 | $0 | $30,760 | $0 | $432,914 | $0 | $36,879 |
| Michael Stubblefield | |||||||||||||
| SVP & Chief Information Officer | $327,296 | $0 | $38,574 | $0 | $11,316 | $0 | $34,392 | $0 | $20,031 | $0 | $431,609 | $0 | $0 |
| James Kohloff | |||||||||||||
| VP Regional Operations | $210,712 | $0 | $66,680 | $0 | $53,654 | $0 | $56,569 | $0 | $29,724 | $0 | $417,339 | $0 | $35,429 |
| Elise Teeter | |||||||||||||
| SVP & General Auditor | $233,281 | $0 | $75,040 | $0 | $17,835 | $0 | $55,368 | $0 | $17,196 | $0 | $398,720 | $0 | $8,284 |
| Erica Sanchez | |||||||||||||
| VP & Controller | $205,408 | $0 | $62,155 | $0 | $38,271 | $0 | $57,788 | $0 | $19,896 | $0 | $383,518 | $0 | $28,950 |
| Jeannette Sprague | |||||||||||||
| VP Applications | $208,268 | $0 | $60,835 | $0 | $41,079 | $0 | $33,616 | $0 | $30,559 | $0 | $374,357 | $0 | $0 |
| Paul Schlaud | |||||||||||||
| SVP & Special Counsel | $297,801 | $0 | $0 | $0 | $9,734 | $0 | $34,341 | $0 | $28,324 | $0 | $370,200 | $0 | $0 |
| Nicholas Tsourmas | |||||||||||||
| VP & Medical Director | $209,113 | $0 | $65,226 | $0 | $42,386 | $0 | $34,388 | $0 | $18,948 | $0 | $370,061 | $0 | $0 |
| Edward Coates | |||||||||||||
| VP HR Employee Services | $193,836 | $0 | $58,902 | $0 | $22,382 | $0 | $60,827 | $0 | $29,724 | $0 | $365,671 | $0 | $13,076 |
| Billy Jackson | |||||||||||||
| VP Regional Operations | $210,017 | $0 | $60,030 | $0 | $35,253 | $0 | $33,341 | $0 | $20,628 | $0 | $359,269 | $0 | $0 |
| Amy Green-Hinojosa | |||||||||||||
| VP Project Management Office | $201,258 | $0 | $57,369 | $0 | $22,202 | $0 | $60,972 | $0 | $17,196 | $0 | $358,997 | $0 | $12,887 |
| Shannon Pounds | |||||||||||||
| VP Claims Litigation | $193,363 | $0 | $58,403 | $0 | $35,430 | $0 | $49,060 | $0 | $17,196 | $0 | $353,452 | $0 | $26,073 |
| Lisa Evans | |||||||||||||
| VP Distribution & Customer Engagement | $232,549 | $0 | $62,099 | $0 | $9,564 | $0 | $48,301 | $0 | $720 | $0 | $353,233 | $0 | $0 |
| Benjamin Siddons | |||||||||||||
| VP Business Development | $212,204 | $0 | $62,247 | $0 | $9,496 | $0 | $48,949 | $0 | $18,696 | $0 | $351,592 | $0 | $0 |
| Willard Potter | |||||||||||||
| VP Premium Audit | $204,191 | $0 | $61,881 | $0 | $10,093 | $0 | $46,612 | $0 | $27,744 | $0 | $350,521 | $0 | $0 |
| Peppia Gates | |||||||||||||
| VP Regional Operations | $209,258 | $0 | $56,093 | $0 | $18,336 | $0 | $49,438 | $0 | $17,196 | $0 | $350,321 | $0 | $7,949 |
| Nathan Scott | |||||||||||||
| VP Investments | $199,520 | $0 | $56,268 | $0 | $15,636 | $0 | $49,249 | $0 | $28,524 | $0 | $349,197 | $0 | $5,902 |
| Roger Humecky | |||||||||||||
| VP Data Analytics & Business Intelligence | $207,316 | $0 | $62,308 | $0 | $9,326 | $0 | $44,852 | $0 | $24,173 | $0 | $347,975 | $0 | $0 |
| Paschal Strong | |||||||||||||
| VP Underwriting Operations | $188,181 | $0 | $41,071 | $0 | $81,773 | $0 | $34,676 | $0 | $0 | $0 | $345,701 | $0 | $9,467 |
| Jeremiah Bentley | |||||||||||||
| VP Marketing & Community Affairs | $190,089 | $0 | $52,759 | $0 | $20,143 | $0 | $51,727 | $0 | $29,724 | $0 | $344,442 | $0 | $10,947 |
| Beverly Harris | |||||||||||||
| VP Strategic Planning & Analysis | $197,245 | $0 | $57,153 | $0 | $16,566 | $0 | $49,731 | $0 | $18,963 | $0 | $339,658 | $0 | $7,246 |
| Curtis Johnson | |||||||||||||
| VP Claim Operations | $188,964 | $0 | $56,992 | $0 | $30,480 | $0 | $30,387 | $0 | $29,724 | $0 | $336,547 | $0 | $0 |
| Eric Bourquin | |||||||||||||
| VP Safety Services | $185,037 | $0 | $52,762 | $0 | $17,364 | $0 | $46,698 | $0 | $30,581 | $0 | $332,442 | $0 | $7,660 |
| Catherine Brown | |||||||||||||
| VP Facility Services | $191,219 | $0 | $53,058 | $0 | $40,552 | $0 | $28,906 | $0 | $12,058 | $0 | $325,793 | $0 | $0 |
| Lawrence Martin | |||||||||||||
| VP HR Consulting Services | $189,163 | $0 | $53,279 | $0 | $18,925 | $0 | $51,252 | $0 | $10,192 | $0 | $322,811 | $0 | $8,433 |
| Greta Gonzales | |||||||||||||
| VP & Chief Risk Officer | $194,506 | $0 | $54,474 | $0 | $10,284 | $0 | $43,212 | $0 | $18,196 | $0 | $320,672 | $0 | $0 |
| Anthony Seraphim | |||||||||||||
| VP Data Governance | $196,968 | $0 | $42,339 | $0 | $9,467 | $0 | $37,722 | $0 | $28,224 | $0 | $314,720 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | University of Texas Club and Great Hills Country Club social club memberships were paid for Richard Gergasko, Jo Betsy Norton, Perry Barron, and James Kohloff. |
| Schedule J, Part I, Line 4 | Richard Gergasko $577,814; Lynette Caldwell $308,930; Brenda Ward $117,313; Leonard Johnson $99,228; Perry Barron $57,712; Mary Nichols $57,546; Michael Hernandez $22,909; Kim Haugaard $69,135; Jeffrey Lentz $69,723; Jo Betsy Norton $62,004; David John $77,223; Phoebe Murphy $66,112; James Kohloff $57,606; Elise Teeter $29,260; Erica Sanchez $53,749; Jeannette Sprague $27,861; Nicholas Tsourmas $22,796; Edward Coates $42,716; Billy Jackson $22,069; Amy Green-Hinojosa $42,281; Shannon Pounds $44,693; Lisa Evans $13,909; Benjamin Siddons $15,260; Willard Potter $13,712; Peppia Gates $25,096; Nathan Scott $23,532; Roger Humecky $11,400; Paschal Strong $17,433; Jeremiah Bentley $32,791; Beverly Harris $26,075; Curtis Johnson $20,370; Eric Bourquin $25,009; Catherine Brown $29,748; Lawrence Martin $30,765; Greta Gonzales $13,143; Anthony Seraphim $8,550 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 7a | The Company was established by Texas statue. The Company has a nine-member Board of Directors consisting of Texas business employers. Five members, including the chair are appointed by the Governor of Texas and confirmed by the Senate. The remaining four board members are elected by the policyholders. |
| Form 990, Part VI, Section A, Line 7b | Legislation prohibits the appointment or election of any person who has the potential conflict of interest because of other involvement in the insurance industry. |
| Form 990, Part VI, Section B, Line 11b | The 990 Tax Return is completed by an accountant in the Financial Reporting department using work papers and verification to the Company's Annual Statement and Audited Statutory annual report. The return is reviewed by management prior to filing the return. |
| Form 990, Part VI, Section B, Line 12c | The Company's Conflict of Interest Policy is reviewed annually. The policy is distributed to all employees annually and all employees are required to acknowledge receipt. |
| Form 990, Part VI, Section B, Line 15 | An annual compensation review is performed by the Company's Human Resources Department for all benchmark positions, including executive positions. The Board of Directors reviews and approves the compensation package for the President and General Auditor. The President or his designee approved the pay for all other employees. |
| Form 990, Part VI, Section C, Line 19 | All external requests for organizational information can be obtained through written requests. Additionally, certain financial information is available on the Company's website. |
| Form 990, Part XI, Line 9 | Change in Nonadmitted Assets $3,910,054; Change in Provision for Reinsurance -$178,200 |